See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $27,131 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,637 | $74,024+7.6% | $77,999+2.1% | $57,658+38.1% |
| Participation rate | 88.0% | 79.7%+8.3pp | 75.5%+12.5pp | 70.2%+17.8pp |
| Annual return | 7.70% | 12.14%-4.4pp | 425.96%-418.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,937 | $2,365-18.1% | $2,470-21.6% | $1,974-1.9% |
| Participant deferral / active EE | $2,156 | $3,533-39.0% | $3,497-38.3% | $3,061-29.5% |
| Admin fee / account holder | $64 | $93-31.8% | $5,480-98.8% | $95-32.8% |